Accounting Consulting Services in the USA

Best Accounting Consulting Services in the USA

USA Accounting Consultants
From coast to coast, America’s accounting landscape is transforming. Whether you’re a SaaS startup in Austin, a legacy manufacturer in Michigan, or a solopreneur in Seattle, the demand for adaptive, part-time, or outsourced accounting leadership has never been higher. And for good reason: businesses today need more than just tax help. They need forward-thinking financial operators who can scale with them, not just keep score after the fact.
The rise of fractional and virtual accounting consultants reflects this shift. These are highly skilled professionals stepping in as embedded partners to build financial systems, drive clarity, and advise on strategic decisions. They often operate as part-time CFOs, controllers, or tax leads but with full-stack experience and startup-savvy instincts.
This list is Digital Reference’s curated guide to some of the most impactful and trusted accounting consultants across the U.S. Our spotlight includes providers who bring more than compliance. These are founder-led firms with clear operating models, real track records, and bold transparency about how they work, who they serve, and why they matter.
Methodology: How We Curated This List
Each of the featured U.S.-based accounting consultancies was chosen through independent research based on the following:
📅 Client-Proven Impact – Documented outcomes, not just service claims
💼 Founder-Led Models – Built and run by experienced professionals actively involved in delivery
🌎 U.S. Market Focus – Serving region-specific or national clients with embedded insight
📣 Clarity and Visibility – Clear service offerings, LinkedIn presence, and accessible client philosophy
Now, let's take a look at our trusted businesses!
Automated Accounting Services, LLC
🔗 Website: https://automatedaccountingsvc.com/
What they do: Provides comprehensive financial operations support, including full-charge bookkeeping, accounting process automation, outsourced controller services, and financial analysis to drive clarity and scalability for small businesses.

Who they work with: Primarily small and midsize U.S. service-based businesses, including consultancies, tech startups, and solopreneurs who value automation and efficiency.
Operating model: Fully cloud-based and automation-forward, leveraging platforms like Xero and QuickBooks Online with a consultative, improvement-focused approach.
Why they stand out:
- One of the first boutique firms to push cloud automation for small businesses
- Offers a hybrid of compliance and forward-looking financial strategy
- Known for strong educational content and national client footprint
Monique Swansen, CEO, Automated Accounting Services, LLC
🔗 LinkedIn: https://www.linkedin.com/in/monique-swansen-aas/
Monique brings over 20 years of experience in accounting and finance. Her background spans both public and private sector work, and she’s especially vocal about the power of automation in making accounting scalable and human-centered. She’s also a published author and workshop leader in small business financial operations.
Apex Accounting & Consulting Firm
🔗 Website: https://apexacfirms.com/
What they do: Offers full-spectrum accounting services including business financial planning, tax strategy, entity structuring, and fractional CFO support.

Who they work with: Small businesses, real estate investors, and independent consultants looking for more visibility and control over their financial data.
Operating model: Virtual-first, with monthly or quarterly packages. Their dashboard-centric delivery model empowers clients with real-time insights.
Why they stand out:
- Specializes in the real estate and professional services sectors
- Seamlessly integrates tax strategy with operational finance
- Known for a strong emphasis on founder literacy and proactive planning
Lisa L., Founder, Apex Accounting & Consulting Firm
🔗 LinkedIn: https://www.linkedin.com/in/apexaccountingandconsultingfirm/
Lisa L. leads with a clear focus on client education and empowerment. Her experience spans accounting leadership in multiple service sectors, and her firm is known for putting practical, dashboard-driven clarity in the hands of small business owners. She’s a big believer in demystifying finance.
Accutrak Service
🔗 Website: https://www.accutrakservice.com/
What they do: Specializes in advanced tax planning, audit readiness, and strategic accounting advisory with an emphasis on long-term financial alignment.

Who they work with: Professional service firms, nonprofit organizations, and medical practices seeking sophisticated financial oversight.
Operating model: Hands-on, high-touch financial advisory with an inclusive, community-embedded approach.
Why they stand out:
- Deep focus on tax planning and audit resilience
- Known for financial leadership in nonprofit environments
- Certified woman- and minority-owned business with strong DEI values
Shaniece Bennett, MBA, CPA, Founder, Accutrak Service
🔗 LinkedIn: https://www.linkedin.com/in/shaniecebennett/
Shaniece has over 15 years of professional accounting experience, with deep roots in both private and public accounting. A graduate of the Ross School of Business, she brings CFO-level thinking to businesses that typically can’t afford one full-time. She’s particularly active in mentoring programs and women-in-business finance initiatives.
Mulko Accounting, Taxation and Consulting, LLC
🔗 Website: https://mulko.us/
What they do: Delivers tax preparation, business consulting, and accounting services focused on compliance, planning, and local market realities.

Who they work with: Regional retail shops, construction businesses, and immigrant-owned businesses in the Midwest.
Operating model: Bilingual, hybrid (in-person + virtual), and built for hands-on local service and trust-based relationships.
Why they stand out:
- Deep understanding of regional regulations and industry norms
- Offers Spanish-language services to better serve immigrant entrepreneurs
- Highly regarded in public sector accounting and consulting
Adrian Mulko, Founder, Mulko Accounting, Taxation and Consulting
🔗 LinkedIn: https://www.linkedin.com/in/adrianmulko/
Adrian Mulko has a background in tax law and business consulting. His firm is often chosen for its local knowledge, personalized approach, and ability to communicate complex tax issues in accessible language. He’s passionate about immigrant-owned businesses and sustainable growth.
ACR Accounting & Consulting Resources
🔗 Website: https://acronline.com/
What they do:
ACR Accounting & Consulting Resources provides a full spectrum of accounting, tax, and management consulting services. Their offerings include bookkeeping, tax preparation and planning, payroll support, and business advisory services designed to keep small businesses financially organized and compliant year-round.

Who they work with:
Small businesses, independent professionals, and entrepreneurs in Maryland and surrounding areas need reliable accounting and tax expertise without the cost of an in-house finance team.
Operating model:
A hands-on, relationship-driven firm that combines traditional accounting with proactive tax planning. They tailor solutions to each client’s operational needs, ensuring smooth workflows and compliance while identifying opportunities for savings.
💡 Why they stand out:
- Deep expertise in small business accounting and tax optimization
- Personalized service with a local focus and long-term client relationships
- Strong reputation for responsive support and clear financial guidance
Jose A. Burgos, CPB, EA, Founder, ACR Accounting & Consulting Resources
🔗 LinkedIn: https://www.linkedin.com/in/jose-burgos-20b496113/
Jose A. Burgos is a Certified Public Bookkeeper (CPB) and Enrolled Agent (EA) with extensive experience in tax strategy and small business consulting. Known for his approachable style and depth of knowledge, Jose has built ACR into a trusted resource for business owners who need both compliance and strategic insight. His expertise allows clients to minimize tax burdens while staying ahead of financial challenges.
Tukel, Inc. | Accounting & Consulting
🔗 Website: https://www.tukelinc.com/
What they do: Provides tailored accounting and advisory services with a strong emphasis on U.S. GAAP compliance, internal controls, and CFO advisory.

Who they work with: Middle-market businesses, early-stage tech companies, and international firms establishing U.S. operations.
Operating model: Offers both project-based advisory and ongoing virtual CFO partnerships, with a strong presence in New York and global client reach.
Why they stand out:
- Deep U.S. and international accounting expertise
- Offers strategic CFO insight with a hands-on approach
- Bridges international financial compliance and U.S. GAAP seamlessly
Cenk Tukel, Founder, Tukel Inc.
🔗 LinkedIn: https://www.linkedin.com/in/cenktukel/
Cenk Tukel has over two decades of international business and finance experience, including work in Europe and Asia. He helps companies scale through intelligent financial systems, often working with U.S.-based firms expanding abroad. He’s also published in multiple accounting and business journals.
Pasquesi Partners LLC
🔗 Website: https://pasquesipartners.com/
What they do: Specializes in accounting and advisory services for startups and high-growth tech companies, with bundled packages for compliance, financial strategy, and reporting.

Who they work with: VC-backed startups, remote teams, and founder-led SaaS or fintech businesses.
Operating model: Cloud-first, remote-ready, and structured around scalable finance-as-a-service packages.
Why they stand out:
- Deep roots in the tech startup ecosystem
- Transparent pricing with fixed-fee models
- Known for integration fluency with platforms like Gusto, Xero, and Carta
Rob Pasquesi, Founder, Pasquesi Partners
🔗 LinkedIn: https://www.linkedin.com/in/robpasquesi/
Rob combines a background in accounting with startup operations. He’s known for making accounting processes simple, lean, and founder-friendly. His team often steps in during pivotal moments, fundraising rounds, Series A prep, and acquisition readiness.
Conscious Accounting
🔗 Website: https://conscious-accounting.com/
What they do: Combines traditional accounting with financial coaching, business strategy, and mindset development for entrepreneurs and small businesses.

Who they work with: Purpose-driven founders, women-led businesses, and Black-owned enterprises seeking empowerment through financial fluency.
Operating model: Blends fractional CFO services with empowerment-focused workshops, one-on-one coaching, and cloud-based accounting.
Why they stand out:
- Values-based financial advisory approach
- Promotes financial literacy through coaching and mentorship
- Strong advocate for women and BIPOC entrepreneurship
Rebecca Driscoll, CPA, Founder, Conscious Accounting
🔗 LinkedIn: https://www.linkedin.com/in/rebecca-driscoll-cpa/
Rebecca Driscoll is a CPA and community leader with over 20 years of experience. She founded Conscious Accounting to support purpose-driven businesses that often lack access to traditional financial guidance. Rebecca is frequently invited to speak on topics like equitable entrepreneurship and sustainable growth, helping clients align their finances with their values.
Little Fish Accounting
🔗 Website: https://www.littlefishaccounting.com/
What they do: Offers streamlined accounting services and financial strategies designed for microbusinesses, solopreneurs, and freelancers.

Who they work with: Creatives, consultants, and small service-based businesses across the U.S.
Operating model: 100% remote with fixed-fee monthly packages and digital-first client service.
Why they stand out:
- Microbusiness-focused from the ground up
- Thoughtful branding and client onboarding process
- Known for educational outreach and financial transparency
Keila Hill-Trawick, CPA, MBA, Founder, Little Fish Accounting
🔗 LinkedIn: https://www.linkedin.com/in/keilahilltrawick/
Keila is a CPA with experience in both Big Four firms and microbusiness finance. She built Little Fish to serve the underserved—namely, the smallest of small businesses. Her firm is known nationally for its mix of approachable guidance and real financial outcomes.
Norman Professional Services
🔗 Website: https://normanprof.com/
What they do: Delivers tailored accounting and management consulting to mid-sized businesses with a focus on QuickBooks training, financial workflows, and internal control systems.

Who they work with: Established companies in professional services, distribution, and trades looking to modernize or streamline their accounting.
Operating model: Hybrid delivery model with ongoing advisory, QuickBooks implementation, and project-specific engagements.
Why they stand out:
- Longstanding expertise in financial operations and workflow mapping
- Focus on hands-on implementation, not just advice
- Combines technical training with strategic finance
Walter Miller, Founder, Norman Professional Services
🔗 LinkedIn: https://www.linkedin.com/in/waltermillernps/
Walter is a veteran of accounting systems design, particularly for nonprofits and mission-aligned orgs. His firm specializes in helping teams reduce overhead, improve compliance, and streamline monthly closes. His clarity and hands-on experience are frequently praised by client CFOs.
Final Thoughts
These ten firms aren’t just service providers; they're part of a growing ecosystem of strategic accounting leaders transforming how U.S. businesses run. They’re trusted by founders, finance teams, and solo operators alike because they lead with proof, process, and a genuine desire to empower clients.
This reflects Digital Reference’s belief in:
👁️ Visibility over polish
📹 Real stories over static bios
🧠 Radical authenticity over vague credentials
If you're a fractional executive or service provider looking to sharpen your visibility and showcase your impact:
🔗 The Ultimate Guide to Video Resumes
🔗 How to Write a Video Resume Script
🔗 Learn about our Accounting Consulting Services fractional leaders
🔗 See how Digital Reference supports fractional executives
At Digital Reference, we don’t just feature standout leaders; we help them become visible. If you’re ready to turn your credibility into proof, we’re here to help you do it right.
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